Seminars

Maximizing Your Social Security

Social Security Strategy Is Oftentimes Overlooked

One of the important decisions you need to make as you approach retirement is when and how to claim Social Security benefits. Over half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently reduce their income and benefits. Many never consider what strategy to use, or even know how to determine a path forward. 

Attend This Educational Seminar

This seminar will help you gain an understanding of what options are available to you and how you may increase what you receive from Social Security. There are many start dates to choose from, and rules that must be followed, making the entire process somewhat confusing. 

Our Goal Is To Maximize Your Social Security

We’ll help you answer questions such as when and how to claim your benefits; how you may be able to maximize your benefits and reduce your taxes; how being married or divorced could affect you; and whether or not you can make a change if you’re already receiving Social Security. We will also cover important rules that affect your benefits, as well as strategies for coordinating Social Security with other sources of retirement income. 

Little Elm
Plano
Frisco
McKinney

Tuesday, October 15th, 6:30pm

Little Elm Public Library100 W Eldorado Pkwy, Little Elm, TX 75068

Monday, October 21st, 6:30pm

Yeager Office Suites-Plano8105 Rasor Blvd, Plano, TX 75024

Wednesday, October 23rd, 2:30 pm

Yeager Office Suites-Frisco2770 Main St, Frisco, TX 75033

Thursday, October 24th, 3:30 pm

Yeager Office Suites-McKinney6401 Eldorado Pkwy, McKinney, TX 75070

Saginaw
Roanoke
Ft. Worth

Thursday, October 24th, 6:30 pm

John Ed Keeter Public Library355 W McLeroy Blvd, Saginaw, TX 76179

Tuesday, October 29th, 11:00 am

Roanoke Public Library308 S Walnut St, Roanoke, TX 76262

Saturday, November 2nd, 10:30 am

Summerglen Public Library4205 Basswood Blvd, Ft. Worth, TX 76137

Denton
Frisco
Little Elm

Early 2020

Time and Location to be Announced

Richland Hills
Bedford
Hurst

Early 2020

Time and Location to be Announced